Operations: Processes & SOPs

Showing 262 articles for Operations: Processes & SOPs.

Digests

Processes & SOPs

YouTube

KPIs and OKRs: What they mean and how they work together

Layla at ProcessDriven October 28, 2022


Processes & SOPs 8
Business operating systems 7
  • Not every number qualifies — only true performance drivers are KPIs.
  • OKR key results are outcomes you influence, not tasks you check off.
  • KPIs and OKRs are complementary: execution metrics feed into goal milestones.

Automation & tools

YouTube

Automate client project setup from Airtable intake form to ClickUp

Layla at ProcessDriven September 30, 2022


Automation & tools 9
No-code & low-code 7
Processes & SOPs 6
  • Zapier bridges Airtable and ClickUp when no native integration exists.
  • A saved ClickUp template auto-populates every new client project list.
  • Test manually first, then replace the human step with automation.

Processes & SOPs

YouTube

How to build an accountability chart for your business

EOS Worldwide September 29, 2022


Processes & SOPs 9
Hiring & recruitment 6
  • Every business has exactly three functions — all must be strong.
  • Weak functions create predictable, specific failure modes every time.
  • Right seat first: get, want, capacity — then put names in.

Processes & SOPs

YouTube

Implementing the Eisenhower Matrix in ClickUp with filters

Layla at ProcessDriven September 16, 2022


Processes & SOPs 9
Productivity & habits 6
  • One ClickUp list and two dropdowns replace any complex priority system
  • Filtered views auto-sort tasks into Do, Decide, Delegate, Delete quadrants
  • Tasks vanish from the unsorted view the moment both fields are filled

Processes & SOPs

YouTube

Process saves time — lack of process wastes it

EOS Worldwide August 25, 2022


Processes & SOPs 9
Management 5
  • Lack of process — not process — is what drains your time.
  • Messes, angry customers, and staff turnover are the real cost.
  • Getting everyone doing things right every time eliminates rework.

Processes & SOPs

YouTube

Seven tips for effective payroll management

HR Party of One August 25, 2022


Processes & SOPs 9
Compliance & regulation 7
  • Five common payroll mistakes that cost employers time and money
  • Automate payroll with an HRAS to cut errors and manual work
  • Payroll certification reduces errors and improves compliance

Processes & SOPs

YouTube

What a process is and why you already have one

Layla at ProcessDriven August 19, 2022


Processes & SOPs 9
  • A process is just a path to a defined result.
  • Your daily habits are already processes — recognition comes first.
  • Identifying processes unlocks improvement, delegation, and automation.

Processes & SOPs

YouTube

How HR can help small businesses fight inflation

HR Party of One August 18, 2022


Processes & SOPs 8
Hiring & recruitment 6
Cash flow management 5
  • HR's dual finance-and-people role makes it the inflation point person
  • Audit space, vendors, and open roles before raising prices or wages
  • Low-cost perks can retain talent when pay rises aren't possible

Processes & SOPs

Podcast

How async-first remote work outperforms office and hybrid models

Startups For the Rest of Us August 16, 2022


Processes & SOPs 8
Remote teams 8
Deep work & focus 6
  • Async orgs run 50% fewer managers than on-premise equivalents.
  • Flow state, not metrics, is the only reliable measure of engineer output.
  • Remote work and work-from-home are fundamentally different — conflating them kills adoption.

Automation & tools

YouTube

When not to automate: five signs a workflow isn't ready

Layla at ProcessDriven August 12, 2022


Automation & tools 9
Processes & SOPs 6
  • Automating a broken or unproven process produces more broken outputs faster.
  • Automation breaks — without a maintainer, setup time is wasted.
  • If human touch is your edge, automating it destroys your differentiator.

Processes & SOPs

Podcast

Project management in hybrid and remote work: why most projects fail

Beyond the To-Do List - Productivity for Work and Life August 1, 2022


Processes & SOPs 9
Remote teams 7
  • Three in five projects fail — remote work makes the odds worse
  • Settling on tools early and enforcing that choice is non-negotiable
  • Pre-mortems catch project killers before they cost millions

Processes & SOPs

YouTube

Tracking A/B split test results in a central ClickUp template

Layla at ProcessDriven July 22, 2022


Processes & SOPs 9
Iteration & feedback loops 6
  • Lessons from testing vanish unless you log them somewhere findable.
  • A simple result field — better, worse, same — beats losing data entirely.
  • Test results linked into SOPs turn one-off findings into permanent rules.

Processes & SOPs

YouTube

Build a Home Maintenance System in Four Simple Steps

Layla at ProcessDriven July 15, 2022


Processes & SOPs 9
Productivity & habits 6
  • Forgetting — not laziness — causes most home maintenance failures.
  • Pick one tool (ClickUp, Todoist, or Trello) as your single task home.
  • Brain-dump every task, including proactive checks and preventative items.

Processes & SOPs

YouTube

How to conduct a payroll audit in seven steps

HR Party of One July 7, 2022


Processes & SOPs 9
Compliance & regulation 7
Accounting basics 6
  • One bad employee record generates repeated payroll errors automatically
  • A seven-step audit catches misclassification, missed deadlines, and tax gaps
  • FLSA requires three years of payroll records — gaps invite fines

Processes & SOPs

YouTube

Four principles for turning a chaotic business into a calm, systemised one

Layla at ProcessDriven June 24, 2022


Processes & SOPs 10
Delegation 6
  • Software, maturity, and personality type are not what hold businesses back.
  • Proactive routines replace recurring fires before customers notice them.
  • Fewer commitments done consistently beat many commitments done chaotically.

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